)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
LPL Financial (LPLA) investor relations material
LPL Financial Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary9 Dec, 2025
Strategic vision and leadership
Elevated ambition to become the best in wealth management, expanding beyond the independent broker-dealer market.
Maintained a strong leadership team, leveraging existing talent for ambitious growth.
Focused on client centricity, employee empowerment, and operating margin improvement.
Simplification and prioritization of core business initiatives, especially post-acquisition.
External benchmarking with leading companies outside financial services to drive innovation.
Commonwealth integration and learnings
Early integration revealed advisors' emotional attachment and need for extensive education.
Retention rates are strong, with a target of 90% and current progress at about 80%.
Integration highlighted the value of Commonwealth’s culture and home office employees.
Liquidity and succession solutions present significant strategic and financial opportunities.
Risks remain around advisor retention, with aggressive competitor activity anticipated.
Capability development and innovation
Building a relationship-based ClientWorks system and mobile solutions to enhance advisor experience.
Implementing a robust feedback system for continuous improvement, inspired by Commonwealth’s practices.
Expanding into high-net-worth and ultra-high-net-worth segments with new platforms and integrated banking.
Investments in alternatives, securities-based lending, and complex planning capabilities.
Brand awareness campaigns launched to support advisor recruitment and client trust.
How does Commonwealth integration timeline impact other large deals?
What are LPL's key organic growth drivers for 2026?
What is the expected impact of LPL's HNW strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next LPL Financial earnings date
Q4 202529 Jan, 2026
Next LPL Financial earnings date
Q4 202529 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
LPL Financial Holdings Inc provides an integrated platform of brokerage and investment advisory services to its clients under the brand name LPL Financial; through its subsidiaries, which include LPL Financial LLC and LPL Financial Corp. It supports approximately 17,000 financial advisors, including over 7,200 independent advisors and over 9,700 advisors with broker-dealers, banks and credit unions across the country by providing them with the services and resources they need to help grow their businesses.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage